Meet Guerra Wealth Advisors
At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that blends world-class financial expertise with a deeply personal touch.
We don't just advise — we educate, empower, and guide families toward financial confidence. Behind every great advisory team is a rock-solid financial foundation, and that's where you come in.
If you're a detail-oriented financial professional who thrives on accuracy, loves bringing order to complexity, and wants to be the financial backbone of a growing wealth management firm, Guerra Wealth Advisors is calling your name.
"Be the financial engine that powers our mission."
Role:
The Bookkeeper/Controller is the financial architect behind Guerra Wealth Advisors' operational excellence. You'll oversee all accounting functions, financial reporting, and payroll for our RIA, ensuring accurate financial records and strategic insights that drive informed business decisions.
This role is perfect for someone with 3–5 years of accounting experience (preferably in financial services or RIA environments), strong technical skills, and a proactive approach to financial management. You'll work closely with leadership to maintain financial integrity, optimize processes, and support the firm's continued growth.
Responsibilities:
- Manage full-cycle accounting including accounts payable, accounts receivable, and general ledger maintenance.
- Prepare monthly, quarterly, and annual financial statements and reports for leadership review.
- Oversee payroll processing, benefits administration tracking, and commission calculations.
- Ensure RIA regulatory compliance including ADV filings, fee billing reconciliations, and audit preparation.
- Monitor cash flow, budgets, and expense management to support strategic planning.
- Reconcile bank accounts, credit cards, and investment accounts monthly.
- Coordinate with external CPAs for tax preparation and annual audits.
- Implement and maintain internal controls to safeguard firm assets.
- Manage vendor relationships and negotiate terms for cost efficiency.
- Track and report on key financial metrics and KPIs for business performance.
- Maintain organized financial records and documentation for compliance purposes.
- Assist with special projects, financial analysis, and process improvement initiatives.
- Stay current on accounting standards, tax regulations, and RIA compliance requirements.
Requirements:
- 3+ years of accounting/bookkeeping experience (RIA or financial services experience strongly preferred).
- Bachelor's degree in Accounting, Finance, or related field (or equivalent experience).
- Proficiency in accounting software.
- Experience with financial advisory billing systems and custodian platforms (a plus).
- Strong understanding of RIA compliance and regulatory requirements.
- Advanced Excel/Google Spreadsheet skills and comfort with financial reporting tools.
- Detail-oriented with exceptional organizational and analytical abilities.
- Excellent communication skills with the ability to explain financial concepts clearly.
- Self-motivated, proactive, and able to work independently.
- CPA or pursuit of CPA certification is a plus.
What We Are Expecting:
- Accurate, timely financial statements and regulatory filings.
- Flawless reconciliation of all accounts with zero discrepancies.
- Proactive identification of financial trends, issues, and opportunities.
- Seamless coordination with external auditors and regulatory bodies.
- Strong collaboration with leadership and advisory teams.
- Professional, confidential handling of sensitive financial information.
- Continuous improvement of accounting processes and systems.
Schedule:
- Full-time, role based in Miami, FL.
- Standard business hours with flexibility during month-end close and tax season.
Compensation:
$65,000–$90,000 Annually (Based on experience and qualifications)
Competitive salary with performance-based bonus opportunities.
Benefits:
- Competitive base salary with annual performance reviews
- 401(k) with company match
- Health insurance, Vision and Dental options
- 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
- Sponsored professional development and continuing education
- Access to personal financial planning services
- Support for CPA certification and professional designations
- Career growth within a stable, established firm
- Culture of continuous learning and professional excellence
Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they'll live them daily.
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it.
All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability.
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
Do the Right Thing: Integrity first, always. Choose what's right over what's easy — even when no one's watching.
If you're ready to be the financial cornerstone of a thriving wealth management firm and ensure every number tells the story of our success, this is your opportunity.
Apply today and help us build a rock-solid financial foundation at Guerra Wealth Advisors.
Top Skills
What We Do
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
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